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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Massachusetts, by city and A to Z.

The short answer

151 registered advisors work at Wells Fargo Clearing Services, LLC in Massachusetts, out of 13,134 nationwide; it's the firm's number 21 state by advisors, and the most are in Boston (56). 24 list the CFP designation and 151 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors by city in Massachusetts

Every firm in Massachusetts →

Boston 56Beverly 31Waltham 21Norwell 15Hyannis 10Worcester 8Holyoke 7Duxbury 1Hull 1Mashpee 1

Wells Fargo Clearing Services, LLC advisors in Massachusetts, A to Z

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Wells Fargo Clearing Services, LLC advisors in every state →Wells Fargo Clearing Services, LLC: assets, clients and custodians →Wells Fargo news and advisor moves →Advisor Moves: who changed firms this week →

Wells Fargo Clearing Services, LLC in other states

California 2,186Florida 1,092Texas 926North Carolina 879Missouri 862New York 730Virginia 591New Jersey 528Pennsylvania 496Minnesota 430Washington 360Georgia 317Arizona 315Illinois 300Utah 288Colorado 256South Carolina 236Maryland 231Ohio 169Michigan 168Alabama 141Nevada 140Connecticut 128Wisconsin 123Iowa 116Tennessee 112Oregon 93Idaho 75Nebraska 71Kansas 67South Dakota 60District of Columbia 47Indiana 47Oklahoma 47Louisiana 37Hawaii 33New Hampshire 32Kentucky 31New Mexico 30Delaware 29Alaska 26Arkansas 22Montana 18Vermont 18Mississippi 17West Virginia 17North Dakota 12Rhode Island 12Maine 10Wyoming 9

Questions

How many Wells Fargo Clearing Services, LLC financial advisors are in Massachusetts?

151 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 at the firm nationwide. 24 list the CFP designation and 151 are also registered as broker representatives.

Where in Massachusetts does Wells Fargo Clearing Services, LLC have the most advisors?

Boston, with 56, then Beverly (31). Wells Fargo Clearing Services, LLC has advisors in 10 cities in Massachusetts.

How do I check a Wells Fargo Clearing Services, LLC advisor in Massachusetts?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wells Fargo Clearing Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.